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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $182,356 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,141 | $103,657-71.9% | $65,583-55.6% | $103,657-71.9% |
| Participation rate | 89.3% | 73.4%+15.9pp | 65.0%+24.3pp | 73.4%+15.9pp |
| Annual return | 36.69% | 33.13%+3.6pp | 47.46%-10.8pp | 33.13%+3.6pp |
| Employer contribution / active EE | $1,835 | $3,216-42.9% | $1,692+8.5% | $3,216-42.9% |
| Participant deferral / active EE | $8,179 | $5,218+56.7% | $2,833+188.7% | $5,218+56.7% |
| Admin fee / account holder | $24 | $114-78.8% | $4,112-99.4% | $114-78.8% |